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The old app
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Help Center
Reports
Boards
Automations
Event based Automations
Time based Automations
Automation Recipes
Mobile App
Calendar
Tasks
Contacts and Jobs
Documents and Photos
Estimates
Forms
Notifications
Troubleshooting
Getting Started
Settings
Subscription
Templates
Company Info
General Settings
Groups
Template Questions
Workflows
Team
Forms
Contacts & Jobs
Importing Contacts
Contact Records
Custom Fields
Documents & Photos
Jobs
Subcontractors
Suppliers
Communicating with Contacts
Financials
Budgets
Credit Memos
Material Orders
Work Orders
Invoices
Estimates
Payments
Taxes
Products and Services
QuickBooks
QuickBooks Online
QuickBooks Desktop
General QuickBooks Info
Integrations
API
Accurence
Beacon
BirdEye
CompanyCam
EagleView
Global Payments
HailTrace
HOVER
Leap
naturalForms
Podium
RoofScope
SalesRabbit
Simplii
Spotio
SumoQuote
Sunlight Financial
Xactimate
Zapier
Calendar & Tasks
Syncing Your Calendar
Tasks
Time Tracking
Record Scheduling
Your Calendar
Reports
Custom Reports
Built-in Reports
Dashboard
Classic Dashboard
Sales Dashboard
App Status
Additional Resources
General
Sales and Financial Information
Backing up data
The old app
Suggestions?
WePay
Reports
Organize your data and get the information you need by creating custom reports or using the built-in reports.
Custom Reports
Is there a way to export my Custom Reports?
Where do I find my Custom Reports?
What are the different Custom Reports I can create?
How do I filter my Custom Report?
How do I organize my Custom Report?
How do I add a calculation to my Custom Report?
How do I view my Custom Reports?
Can I edit the records in my Custom Report?
See more
Built-in Reports
What can I see on the Team Activity Report?
Where do I find my Built-in Reports?
What is the Pipeline Report?
What is the Lead Source Report?
